Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bioventus Inc.BVS · Entity 4996 | Director · 10% owner | June 02, 2026 | June 04, 2026 |
| LINCOLN EDUCATIONAL SERVICES CORPLINC · Entity 5139 | Director | May 07, 2026 | May 09, 2026 |
| Orthofix Medical Inc.OFIX · Entity 1975 | 10% owner | September 18, 2026 | September 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bioventus Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 111,902 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 32,282 · Balance 111,902 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Exercise / conversion · Disposed 32,282 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4: The RSUs vested on June 2, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,146 |
Reported balance
After 2026-06-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-03 · Grant · Acquired 25,146 · Balance 25,146 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F5: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 6,939,357 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,939,357 F1: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,239,076 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F2: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,239,076 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities").
F2: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock.
F4: The RSUs vested on June 2, 2026.
F5: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.
LINCOLN EDUCATIONAL SERVICES CORP
Report date May 07, 2026 · Filed May 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 212,458 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 3,515 · Balance 212,458 F1: Award of 3,515 shares of Restricted Stock valued at $155,000 on the date of award based on a price of $44.10 per share, the closing price per share on the date of the award. These restricted shares vest on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,938,311 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,938,311 F2: Represents 1,938,311 shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Mr. Bartholdson and another individual serve as the managing members of Juniper Investment Company, the investment advisor to the Juniper Fund and the general partner of the Juniper Fund and as a result, Mr. Bartholdson shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Bartholdson disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities and Juniper Fund reflected herein except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of 3,515 shares of Restricted Stock valued at $155,000 on the date of award based on a price of $44.10 per share, the closing price per share on the date of the award. These restricted shares vest on the first anniversary of the grant date.
F2: Represents 1,938,311 shares held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"). Mr. Bartholdson and another individual serve as the managing members of Juniper Investment Company, the investment advisor to the Juniper Fund and the general partner of the Juniper Fund and as a result, Mr. Bartholdson shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Bartholdson disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities and Juniper Fund reflected herein except to the extent of his pecuniary interest therein.
Orthofix Medical Inc.
Report date September 18, 2026 · Filed September 23, 2026 · Amendment
Jointly reported with Juniper Investment Company, LLC, MICHAS ALEXIS P
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.10 par value per shareSEC Table I · non-derivative | IndirectBy: Juniper Targeted Opportunity Fund, L.P. | 3,771,216 |
Last balance in matching sequence
After 2026-09-21 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-18 · Purchase · Acquired 120,000 · Balance 3,581,216 F1: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Row 2 · 2026-09-21 · Purchase · Acquired 190,000 · Balance 3,771,216 F2: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. |
| Common Stock, $0.10 par value per shareSEC Table I · non-derivative | IndirectBy: Juniper Multi-Strategy Fund, L.P. | 84,926 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 84,926 F4: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein. |
| Common Stock, $0.10 par value per shareSEC Table I · non-derivative | IndirectBy: Juniper Targeted Opportunities, L.P. | 935,901 |
Reported balance
Holding disclosure · report date 2026-09-18 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 935,901 F5: As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunities, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
F2: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request.
F3: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein.
F4: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein.
F5: As the investment manager of Juniper Targeted Opportunities, LP (Juniper Targeted Opportunities"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Targeted Opportunities, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunities, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of their pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 23, 2026 19:52 UTC Amendment | Orthofix Medical Inc. OFIX · Entity 1975 | PurchaseCommon Stock, $0.10 par value per share | 190,000 | $8.86 | $1,683,381.00 |
DisclosureSEC source: 0001794034-26-000007 · primary_doc.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,771,216 F2 · price: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| September 21, 2026 Filed Sep 22, 2026 20:26 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 190,000 | $8.86 | $1,683,381.00 |
DisclosureSEC source: 0001794034-26-000006 · primary_doc.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,771,216 F2 · price: Represents the weighted average per share price with a range from $8.63 and $8.98. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| September 18, 2026 Filed Sep 23, 2026 19:52 UTC Amendment | Orthofix Medical Inc. OFIX · Entity 1975 | PurchaseCommon Stock, $0.10 par value per share | 120,000 | $8.74 | $1,048,716.00 |
DisclosureSEC source: 0001794034-26-000007 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,581,216 F1 · price: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:26 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 120,000 | $8.74 | $1,048,716.00 |
DisclosureSEC source: 0001794034-26-000006 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,581,216 F1 · price: Represents the weighted average per share price with a range from $8.65 and $8.81. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| August 17, 2026 Filed Aug 18, 2026 21:05 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 20,000 | $10.01 | $200,260.00 |
DisclosureSEC source: 0001794034-26-000005 · primary_doc.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Multi-Strategy Fund, L.P. Disclosed balance after: 84,926 F2 · price: Represents the weighted average per share price with a range from $9.97 and $10.04. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 21:05 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 19,500 | $10.38 | $202,484.10 |
DisclosureSEC source: 0001794034-26-000005 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Multi-Strategy Fund, L.P. Disclosed balance after: 64,926 F1 · price: Represents the weighted average per share price with a range from $10.30 and $10.43. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F3 · ownership.nature: As the investment manager of Juniper Multi-Strategy Fund" (Juniper Multi-Strategy"), Juniper Investment Company may be deemed to beneficially own the securities held by Juniper Multi-Strategy. Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Multi-Strategy, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Multi-Strategy reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 21:06 UTC | Bioventus Inc. BVS · Entity 4996 | GrantRestricted Stock Units · Derivative | 25,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001382909-26-000001 · wk-form4_1780607192.xml · derivative · entry 4 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,146 Underlying: Class A Common Stock · 25,146 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F5 · derivative.exercise_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. F5 · derivative.expiration_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 21:06 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionRestricted Stock Units · Derivative | 32,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001382909-26-000001 · wk-form4_1780607192.xml · derivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 32,282 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: The RSUs vested on June 2, 2026. F4 · derivative.expiration_date: The RSUs vested on June 2, 2026. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 21:06 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionClass A Common Stock | 32,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001382909-26-000001 · wk-form4_1780607192.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,902 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 22, 2026 Filed May 29, 2026 20:57 UTC | Orthofix Medical Inc. OFIX · Entity 1975 | SaleCommon Stock, $0.10 par value per share | 242,000 | $10.70 | $2,589,206.40 |
DisclosureSEC source: 0001794034-26-000004 · primary_doc.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By: Juniper Targeted Opportunity Fund, L.P. Disclosed balance after: 3,461,216 F1 · price: Represents the weighted average per share price with a range from $10.2450 and $10.9500. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunity Fund, L.P. (Juniper Targeted Opportunity Fund"), Juniper Investment Company may be deemed to beneficially own the securities held by the Juniper Targeted Opportunity Fund, Juniper Investment Company disclaims beneficial ownership of all interests reported herein except to the extent of its pecuniary interest therein. John A. Bartholdson and Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partner of Juniper Targeted Opportunity Fund, and as a result, Messrs. Bartholdson and Michas share voting and dispositive power over such shares with Juniper Investment Company. Messrs. Bartholdson and Michas disclaim beneficial ownership of the holdings of Juniper Targeted Opportunity Fund reflected herein except to the extent of their pecuniary interest therein. Read SEC document |
| May 07, 2026 Filed May 9, 2026 00:20 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | GrantCommon Stock | 3,515 | $44.10 | $155,011.50 |
DisclosureSEC source: 0001286613-26-000080 · form4.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,458 F1 · price: Award of 3,515 shares of Restricted Stock valued at $155,000 on the date of award based on a price of $44.10 per share, the closing price per share on the date of the award. These restricted shares vest on the first anniversary of the grant date. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 21:49 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionRestricted Stock Units · Derivative | 7,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000316 · wk-form4_1749592150.xml · derivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,575 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: The RSUs vested on June 6, 2025. F4 · derivative.expiration_date: The RSUs vested on June 6, 2025. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 21:49 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionClass A Common Stock | 7,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000316 · wk-form4_1749592150.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,620 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 13:22 UTC | Bioventus Inc. BVS · Entity 4996 | GrantRestricted Stock Units · Derivative | 32,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000312 · wk-form4_1749129741.xml · derivative · entry 4 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,282 Underlying: Class A Common Stock · 32,282 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F5 · derivative.exercise_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. F5 · derivative.expiration_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| June 02, 2025 Filed Jun 5, 2025 13:22 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionRestricted Stock Units · Derivative | 26,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000312 · wk-form4_1749129741.xml · derivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 26,493 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: The RSUs vested on June 2, 2025. F4 · derivative.expiration_date: The RSUs vested on June 2, 2025. Read SEC document |
| June 02, 2025 Filed Jun 5, 2025 13:22 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionClass A Common Stock | 26,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000312 · wk-form4_1749129741.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,045 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 07, 2025 Filed May 9, 2025 17:35 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | GrantCommon Stock | 5,628 | $18.66 | $105,018.48 |
DisclosureSEC source: 0001286613-25-000079 · form4.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,943 F1 · price: Award of 5,628 shares of Restricted Stock valued at $105,000 on the date of award based on a price of $18.66 per share, the closing price per share on the date of the award. These restricted shares vest on the first anniversary of the grant date. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 00:17 UTC Amendment | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 36,560 | $14.82 | $541,720.49 |
DisclosureSEC source: 0001019056-25-000154 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 0 F1 · price: Represents the weighted average per share price with a range from $14.6900 and $14.9500. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:06 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 36,350 | $14.82 | $538,608.86 |
DisclosureSEC source: 0001019056-25-000150 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 0 F1 · price: Represents the weighted average per share price with a range from $14.6900 and $14.9500. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 12, 2025 Filed Mar 12, 2025 21:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 33,019 | $15.47 | $510,902.99 |
DisclosureSEC source: 0001019056-25-000143 · ownership.xml · nonDerivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 36,560 F3 · price: Represents the weighted average per share price with a range from $15.2500 and $15.6200. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 21:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 60,943 | $15.61 | $951,350.70 |
DisclosureSEC source: 0001019056-25-000143 · ownership.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 69,579 F2 · price: Represents the weighted average per share price with a range from $15.5000 and $15.7100. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:21 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 19,478 | $15.52 | $302,279.08 |
DisclosureSEC source: 0001019056-25-000143 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 130,522 F1 · price: Represents the weighted average per share price with a range from $15.4500 and $15.6200. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F4 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:22 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 51,506 | $18.50 | $952,861.00 |
DisclosureSEC source: 0001019056-25-000115 · ownership.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · Director · Chairman Juniper Targeted Opportunities, LP · CIK 0001680619 · Director · Chairman Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 150,000 F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 23:22 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 224,038 | $18.09 | $4,053,273.09 |
DisclosureSEC source: 0001019056-25-000115 · ownership.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · Chairman Juniper Investment Company, LLC · CIK 0001794034 · Director · Chairman Juniper Targeted Opportunities, LP · CIK 0001680619 · Director · Chairman Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 201,506 F1 · price: Represents the weighted average per share price with a range from $18.0000 and $18.3000. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 22:16 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 25,500 | $8.55 | $217,966.35 |
DisclosureSEC source: 0001578563-24-000387 · wk-form4_1724192154.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,939,357 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $8.52 to $8.55, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,239,076 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:16 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 80,000 | $8.55 | $683,736.00 |
DisclosureSEC source: 0001578563-24-000387 · wk-form4_1724192154.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,913,857 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $8.33 to $8.65, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,239,076 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 21:24 UTC | Bioventus Inc. BVS · Entity 4996 | GrantRestricted Stock Units · Derivative | 26,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000283 · wk-form4_1718313872.xml · derivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,493 Underlying: Class A Common Stock · 26,493 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. F2 · derivative.expiration_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| June 07, 2024 Filed Jun 12, 2024 00:43 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionRestricted Stock Units · Derivative | 30,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000264 · wk-form4_1718152981.xml · derivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: The RSUs vested on June 7, 2024. F4 · derivative.expiration_date: The RSUs vested on June 7, 2024. Read SEC document |
| June 07, 2024 Filed Jun 12, 2024 00:43 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionClass A Common Stock | 30,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000264 · wk-form4_1718152981.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,552 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:40 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionRestricted Stock Units · Derivative | 7,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000253 · wk-form4_1718055627.xml · derivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,575 Underlying: Class A Common Stock · 7,576 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: 7,576 RSUs vested on each of June 6, 2023 and 2024. The remaining 7,575 RSUs shall vest and become exercisable on June 6, 2025, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. F4 · derivative.expiration_date: 7,576 RSUs vested on each of June 6, 2023 and 2024. The remaining 7,575 RSUs shall vest and become exercisable on June 6, 2025, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 21:40 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionClass A Common Stock | 7,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000253 · wk-form4_1718055627.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2024 Filed May 6, 2024 21:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | GrantCommon Stock | 9,350 | $11.23 | $105,000.50 |
DisclosureSEC source: 0001286613-24-000043 · form4.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,315 F1 · price: Award of 9,350 shares of Restricted Stock valued at $105,000 on the date of award based on a price of $11.23 per share, the closing price per share on the date of the award. These restricted shares vest on the first anniversary of the grant date. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 20:05 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 14,985 | $4.79 | $71,778.15 |
DisclosureSEC source: 0001214659-23-011365 · marketforms-62230.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,833,857 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.75 to $4.80, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F7 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,133,576 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 21:48 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 14,985 | $4.79 | $71,752.68 |
DisclosureSEC source: 0001578563-23-000067 · primary_doc.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,833,857 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.75 to $4.80, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,133,576 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:05 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 50,037 | $4.56 | $228,168.72 |
DisclosureSEC source: 0001214659-23-011365 · marketforms-62230.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,818,872 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.49 to $4.69, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F6 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,118,591 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 21:48 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 50,037 | $4.60 | $229,935.03 |
DisclosureSEC source: 0001578563-23-000067 · primary_doc.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,818,872 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.485 to $4.69, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,133,576 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 22:04 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 111,848 | $4.47 | $500,419.14 |
DisclosureSEC source: 0001578563-23-000066 · primary_doc.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,768,835 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.23 to $4.57, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,068,554 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 20:05 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 111,848 | $4.47 | $499,960.56 |
DisclosureSEC source: 0001214659-23-011365 · marketforms-62230.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,768,835 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $4.23 to $4.57, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 2,068,554 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. Messrs. Bartholdson and Michas serve as the managing members of Juniper Investment Company and share voting and dispositive power with respect to the shares held by the Juniper Entities. Messrs. Bartholdson and Michas disclaim beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:30 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 110,180 | $3.61 | $397,661.66 |
DisclosureSEC source: 0001578563-23-000048 · primary_doc.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,656,987 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.50 to $3.63, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 1,956,706 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | OtherCommon Stock, no par value per share | 144,963 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019056-23-000274 · ownership.xml · nonDerivative · entry 4 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · John A. Bartholdson Disclosed balance after: 193,965 F5 · kind: Shares distributed for no consideration to Mr. Bartholdson. See footnote 3 above. F5 · price: Shares distributed for no consideration to Mr. Bartholdson. See footnote 3 above. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | OtherCommon Stock, no par value per share | 289,916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019056-23-000274 · ownership.xml · nonDerivative · entry 3 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Alexis P. Michas Disclosed balance after: 306,309 F4 · kind: Shares distributed for no consideration to Mr. Michas. See footnote 3 above. F4 · price: Shares distributed for no consideration to Mr. Michas. See footnote 3 above. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | OtherCommon Stock, no par value per share | 470,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001019056-23-000274 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 1,606,223 F3 · kind: On June 14, 2023, Juniper Targeted Opportunities distributed, for no consideration, 470,647 shares of Common Stock to its general partner, Juniper Targeted Opportunity Investors, LLC ("General Partner"), in an amount equal to the General Partner's pro rata interest in the shares held by Juniper Targeted Opportunities. On the same date, the General Partner, distributed, for no consideration, the shares of Common Stock it received from the Juniper Targeted Opportunities distribution to its members in an amount equal to each such member's pro rata interest in such shares. Mr. Michas received 289,926 shares of Common Stock in such distribution. Mr. Bartholdson received 144,963 shares of Common Stock in such distribution. F3 · price: On June 14, 2023, Juniper Targeted Opportunities distributed, for no consideration, 470,647 shares of Common Stock to its general partner, Juniper Targeted Opportunity Investors, LLC ("General Partner"), in an amount equal to the General Partner's pro rata interest in the shares held by Juniper Targeted Opportunities. On the same date, the General Partner, distributed, for no consideration, the shares of Common Stock it received from the Juniper Targeted Opportunities distribution to its members in an amount equal to each such member's pro rata interest in such shares. Mr. Michas received 289,926 shares of Common Stock in such distribution. Mr. Bartholdson received 144,963 shares of Common Stock in such distribution. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 194,312 | $6.41 | $1,245,539.92 |
DisclosureSEC source: 0001019056-23-000274 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner MICHAS ALEXIS P · CIK 0001044005 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 2,076,870 F1 · price: Represents the weighted average per share price with a range from $6.25 and $6.53. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. John A. Bartholdson and Mr. Alexis P. Michas serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson and Mr. Michas share voting and dispositive power over such shares with Juniper Investment Company. Each of Mr. Bartholdson and Mr. Michas disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:30 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 181,946 | $3.24 | $589,523.23 |
DisclosureSEC source: 0001578563-23-000048 · primary_doc.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,546,807 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.075 to $3.30, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.direct: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 1,956,706 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), on an aggregate basis following all transactions reported herein, and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.direct: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 21:54 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 60,324 | $3.05 | $183,909.78 |
DisclosureSEC source: 0001578563-23-000047 · primary_doc.xml · nonDerivative · entry 2 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,364,861 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $2.985 to $3.05, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 1,664,580 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities") and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 46,849 | $6.47 | $303,113.03 |
DisclosureSEC source: 0001019056-23-000270 · ownership.xml · nonDerivative · entry 2 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 2,271,182 F3 · price: Represents the weighted average per share price with a range from $6.45 and $6.63. The Reporting Person undertakes to provide details of the trades to the Issuer or the SEC ("SEC") upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. Bartholdson and another individual serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Bartholdson disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 21:54 UTC | Bioventus Inc. BVS · Entity 4996 | PurchaseClass A Common Stock | 395,401 | $2.92 | $1,154,254.60 |
DisclosureSEC source: 0001578563-23-000047 · primary_doc.xml · nonDerivative · entry 1 Bartholdson John A. · CIK 0001382909 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 6,304,537 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $2.7225 to $3.00, inclusive. Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: Consists of (i) 4,624,431 shares of Class A Common Stock held by Juniper Targeted Opportunity Fund, L.P. ("Juniper Fund"), (ii) 1,664,580 shares of Class A Common Stock held by Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities") and (iii) 75,850 shares of Class A Common Stock held by Juniper Multi-Strategy Fund, L.P. ("Juniper Multi-Strategy" and, together with Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, the "Juniper Entities"). F3 · ownership.nature: Juniper HF Investors II, LLC ("Juniper HF II"), Juniper Targeted Opportunity Investors, LLC ("Juniper TO") and Juniper HF Investors, LLC ("Juniper HF") are each the general partner of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy, respectively. Juniper Investment Company, LLC ("Juniper Investment Company") provides investment advisory and management services and acts as the investment manager of Juniper Fund, Juniper Targeted Opportunities and Juniper Multi-Strategy. The Reporting Person is a managing member of Juniper Investment Company, Juniper HF II, Juniper TO and Juniper HF and shares voting and dispositive power with respect to the shares held by the Juniper Entities. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 20:00 UTC | LINCOLN EDUCATIONAL SERVICES CORP LINC · Entity 5139 | SaleCommon Stock, no par value per share | 108,839 | $6.50 | $707,453.50 |
DisclosureSEC source: 0001019056-23-000270 · ownership.xml · nonDerivative · entry 1 Juniper Investment Company, LLC · CIK 0001794034 · 10% owner Juniper Targeted Opportunities, LP · CIK 0001680619 · 10% owner Bartholdson John A. · CIK 0001382909 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Juniper Targeted Opportunities L.P. Disclosed balance after: 2,318,031 F1 · price: Represents the weighted average per share price with a range from $6.45 and $6.615. The reporting person undertakes to provide details of the trades to the Issuer or the Securities and Exchange Commission ("SEC") upon request. F2 · ownership.nature: As the investment manager of Juniper Targeted Opportunities, L.P. ("Juniper Targeted Opportunities"), Juniper Investment Company, LLC ("Juniper Investment Company") may be deemed to beneficially own the securities held by the Juniper Targeted Opportunities. Juniper Investment Company disclaims beneficial ownership of all the interests reported herein except to the extent of its pecuniary interest therein. Mr. Bartholdson and another individual serve as the managing members of Juniper Investment Company and the general partners of Juniper Targeted Opportunities and as a result, Mr. Bartholdson shares voting and dispositive power over such shares with Juniper Investment Company and the other individual. Mr. Bartholdson disclaims beneficial ownership of the holdings of Juniper Targeted Opportunities reflected herein except to the extent of his pecuniary interest therein. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 22:27 UTC | Bioventus Inc. BVS · Entity 4996 | GrantRestricted Stock Units · Derivative | 30,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000036 · primary_doc.xml · derivative · entry 4 Bartholdson John A. · CIK 0001382909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,400 Underlying: Class A Common Stock · 30,400 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F5 · derivative.exercise_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. F5 · derivative.expiration_date: The RSUs shall vest and become exercisable on the earlier of (i) the day immediately preceding the date of the Issuer's first Annual Meeting of Stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 22:27 UTC | Bioventus Inc. BVS · Entity 4996 | Exercise / conversionRestricted Stock Units · Derivative | 7,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000036 · primary_doc.xml · derivative · entry 3 Bartholdson John A. · CIK 0001382909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,151 Underlying: Class A Common Stock · 7,576 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: 7,576 RSUs vested on June 6, 2023. The remaining 15,151 RSUs shall vest and become exercisable in two approximately equal installments on June 6, 2024 and June 6, 2025, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. F4 · derivative.expiration_date: 7,576 RSUs vested on June 6, 2023. The remaining 15,151 RSUs shall vest and become exercisable in two approximately equal installments on June 6, 2024 and June 6, 2025, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.